Job Description
Description:
Reports to: Director/Practice Manager/Regional or Senior Lead
FLSA Status: Non-Exempt Job Code: BOTF
Department: Back Office Manager of People: No
Date Revised: December 13, 2022 Employment Status: At-Will
SUMMARY:
The Back Office Technician (Floater) is responsible for performing a variety of patient care, office, and laboratory duties, regularly traveling to multiple clinics within the assigned region. The Back Office Technician (Floater) prepares patients for examination and assists other optical professionals in providing treatment to the eyes.
• *Incumbents in the Back Office Technician (Floater) role are eligible for a shift differential as a Floater. If incumbent leaves the Floater position, the differential will cease.**
ESSENTIAL FUNCTIONS:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily with or without accommodation. The requirements listed below are representative, but not all inclusive, of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
• Ensures a positive and professional environment where patients feel comfortable; prepares patients for treatment and assists doctors.
• Collects and documents the patient’s chief complaint.
• Verifies patient’s ocular and medical health history. Documents any medications patient is taking.
• Obtains consents from patients. Ensures patients read and sign the consents.
• Performs Refractions.
• Administers basic Visual Acuity (VA) assessments.
• Performs intraocular pressure (IOP) tests with a Tonopen unit.
• Takes Fundus photos.
• Administers a Visual Field (VF) test.
• Performs Flourescein Angiogram (FA) procedures.
• Performs Indocyanine Green Angiography (ICG) procedures.
• Administers topical ophthalmic and dilation medications to patients.
• Maintains a clean, sterile, and stocked exams rooms.
• Provides written instructions and/or patient education materials for the patient to review at home. Ensures patient understands all instructions.
• Provides accurate documentation and summarization of an ocular examination, while maintaining patient flow and communication regarding appointment status.
• Files patient forms and updates information in CareCoud/EMR system.
• In some clinics, may be required to drive patients in a company-provided vehicle.
• Maintains an appropriate professional appearance and demeanor in accordance with Company policies.
• Keep commitments and keep direct supervisor informed of work progress, timetables, and issues.
• Maintain strict compliance with State, Federal and other regulations (e.g., OSHA, WC, HIPAA, ADA, FEHA, DOL, HR policies and practices).
• Other duties as assigned by management.
Requirements:
QUALIFICATIONS:
REQUIRED: High School education, GED or equivalent. Valid driver’s license and automobile insurance. Ability to travel to multiple clinics within assigned region on a regular basis.
DESIRABLE:
Experience in the Ophthalmic or Optometric Industry. Experience as a Back Office Technician.
CERTIFICATES/LICENSES/REGISTRATIONS:
Certified Ophthalmic Technician (preferred)
Certified Ophthalmic Assistant (preferred)
Valid Driver’s License may be required based on clinic location(s).
KNOWLEDGE/SKILLS/ABILITIES/TALENTS:
Team player and contributor coupled with excellent communication and interpersonal skills (oral and written).
Skills required include use and knowledge of WORD, EXCEL and use of standard office equipment.
Ability to respond to common inquiries from customers, staff, vendors, or other members of the community.
Ability to draw valid conclusions, apply sound judgment in making decisions, and to make decisions under pressure.
Ability to interpret and apply policies and procedures.
Must address others professionally and respectfully by actions, words, and deeds.
Detail oriented, organized, process focused, problem solver, self-motivated proactive, customer service focused.
Displays independent judgment by willingness to make timely and accurate decisions based on available information that is sometimes vague or limited in nature.
Ability to multitask effectively and work in a fast paced and sometimes ambiguous environment, without compromising quality of work.
Ability to prioritize tasks and projects with limited direction, while understanding and contributing to the success of the clinic.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
This is primarily an office classification. Temperature conditions are controlled with limited direct exposure to hazardous physical substances. The noise level in the work environment is usually low to moderate.
Ability to travel to between offices.
While performing the duties of this job, the employee is regularly required to sit, stand, walk, handle, or feel, reach with hands and arms, see, talk, and hear. The employee will frequently lift and/or carry reports, records and other materials that typically weigh less than 20 pounds. The employee is occasionally required to stoop, kneel, bend, or crouch.
Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, calculator, and other standard office equipment.
All of the information contained herein reflect general details as necessary to describe the principal functions of this classification, the level of knowledge and skill typically required and the scope of responsibility but should not be considered an all-inclusive listing of work requirements. Management reserves the rights to add, modify, change, or rescind the duties and/or work assignments of all positions, without advanced notice, and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.
Notwithstanding any of the foregoing described job responsibilities, employee shall not engage in activities that constitute the practice of ophthalmology as prohibited under applicable law. Employee shall neither exercise control over nor interfere with the clinician-patient relationship. Clinicians shall have sole responsibility for all professional services provided to patients.
I ACKNOWLEDGE THAT I HAVE READ AND UNDERSTAND THIS JOB DESCRIPTION AND THAT I HAVE BEEN GIVEN AN APPROPRIATE ORIENTATION, AND THAT I AM QUALIFIED, CAPABLE OF AND PREPARED TO FULFILL THE DUTIES AS ASSIGNED.
Employee Name: Date:
Employee Signature:
Reports to: Director/Practice Manager/Regional or Senior Lead
FLSA Status: Non-Exempt Job Code: BOTF
Department: Back Office Manager of People: No
Date Revised: December 13, 2022 Employment Status: At-Will
SUMMARY:
The Back Office Technician (Floater) is responsible for performing a variety of patient care, office, and laboratory duties, regularly traveling to multiple clinics within the assigned region. The Back Office Technician (Floater) prepares patients for examination and assists other optical professionals in providing treatment to the eyes.
• *Incumbents in the Back Office Technician (Floater) role are eligible for a shift differential as a Floater. If incumbent leaves the Floater position, the differential will cease.**
ESSENTIAL FUNCTIONS:
To perform this job successfully, an individual must be able to perform each essential function satisfactorily with or without accommodation. The requirements listed below are representative, but not all inclusive, of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
• Ensures a positive and professional environment where patients feel comfortable; prepares patients for treatment and assists doctors.
• Collects and documents the patient’s chief complaint.
• Verifies patient’s ocular and medical health history. Documents any medications patient is taking.
• Obtains consents from patients. Ensures patients read and sign the consents.
• Performs Refractions.
• Administers basic Visual Acuity (VA) assessments.
• Performs intraocular pressure (IOP) tests with a Tonopen unit.
• Takes Fundus photos.
• Administers a Visual Field (VF) test.
• Performs Flourescein Angiogram (FA) procedures.
• Performs Indocyanine Green Angiography (ICG) procedures.
• Administers topical ophthalmic and dilation medications to patients.
• Maintains a clean, sterile, and stocked exams rooms.
• Provides written instructions and/or patient education materials for the patient to review at home. Ensures patient understands all instructions.
• Provides accurate documentation and summarization of an ocular examination, while maintaining patient flow and communication regarding appointment status.
• Files patient forms and updates information in CareCoud/EMR system.
• In some clinics, may be required to drive patients in a company-provided vehicle.
• Maintains an appropriate professional appearance and demeanor in accordance with Company policies.
• Keep commitments and keep direct supervisor informed of work progress, timetables, and issues.
• Maintain strict compliance with State, Federal and other regulations (e.g., OSHA, WC, HIPAA, ADA, FEHA, DOL, HR policies and practices).
• Other duties as assigned by management.
Requirements:
QUALIFICATIONS:
REQUIRED: High School education, GED or equivalent. Valid driver’s license and automobile insurance. Ability to travel to multiple clinics within assigned region on a regular basis.
DESIRABLE:
Experience in the Ophthalmic or Optometric Industry. Experience as a Back Office Technician.
CERTIFICATES/LICENSES/REGISTRATIONS:
Certified Ophthalmic Technician (preferred)
Certified Ophthalmic Assistant (preferred)
Valid Driver’s License may be required based on clinic location(s).
KNOWLEDGE/SKILLS/ABILITIES/TALENTS:
Team player and contributor coupled with excellent communication and interpersonal skills (oral and written).
Skills required include use and knowledge of WORD, EXCEL and use of standard office equipment.
Ability to respond to common inquiries from customers, staff, vendors, or other members of the community.
Ability to draw valid conclusions, apply sound judgment in making decisions, and to make decisions under pressure.
Ability to interpret and apply policies and procedures.
Must address others professionally and respectfully by actions, words, and deeds.
Detail oriented, organized, process focused, problem solver, self-motivated proactive, customer service focused.
Displays independent judgment by willingness to make timely and accurate decisions based on available information that is sometimes vague or limited in nature.
Ability to multitask effectively and work in a fast paced and sometimes ambiguous environment, without compromising quality of work.
Ability to prioritize tasks and projects with limited direction, while understanding and contributing to the success of the clinic.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.
This is primarily an office classification. Temperature conditions are controlled with limited direct exposure to hazardous physical substances. The noise level in the work environment is usually low to moderate.
Ability to travel to between offices.
While performing the duties of this job, the employee is regularly required to sit, stand, walk, handle, or feel, reach with hands and arms, see, talk, and hear. The employee will frequently lift and/or carry reports, records and other materials that typically weigh less than 20 pounds. The employee is occasionally required to stoop, kneel, bend, or crouch.
Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, calculator, and other standard office equipment.
All of the information contained herein reflect general details as necessary to describe the principal functions of this classification, the level of knowledge and skill typically required and the scope of responsibility but should not be considered an all-inclusive listing of work requirements. Management reserves the rights to add, modify, change, or rescind the duties and/or work assignments of all positions, without advanced notice, and to make reasonable accommodations so that qualified employees can perform the essential functions of the job.
Notwithstanding any of the foregoing described job responsibilities, employee shall not engage in activities that constitute the practice of ophthalmology as prohibited under applicable law. Employee shall neither exercise control over nor interfere with the clinician-patient relationship. Clinicians shall have sole responsibility for all professional services provided to patients.
I ACKNOWLEDGE THAT I HAVE READ AND UNDERSTAND THIS JOB DESCRIPTION AND THAT I HAVE BEEN GIVEN AN APPROPRIATE ORIENTATION, AND THAT I AM QUALIFIED, CAPABLE OF AND PREPARED TO FULFILL THE DUTIES AS ASSIGNED.
Employee Name: Date:
Employee Signature:
💡 Quick Summary
Seeking a career-building opportunity? The Back Office Technician (FLOATER) position is now open for candidates interested in the Back Office Jobs sector. This role in Los Angeles offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Back Office Jobs is a plus.
